TO: Committee of the Whole - Finance, Administration, and Communications
FROM: Mayor Angela Birney
DEPARTMENT DIRECTOR CONTACT(S):
|
Human Resources |
Cathryn Laird |
425-556-2125 |
|
Technology and Information Services |
Michael Marchand |
425-556-2173 |
DEPARTMENT STAFF:
|
Technology and Information Services |
Courtney Miller |
Technology Project Manager |
|
Human Resources |
Kseniya Daly |
Deputy HR Director |
|
Technology and Information Services |
Carmen Hall |
Project Mgmt Office Manager |
TITLE:
title
UKG Pro and Microsoft Dynamics 365 Finance & Operations (D365 F&O) - Bidirectional Integrations
OVERVIEW STATEMENT:
recommendation
Engaging a partner to develop bi-directional integrations between UKG Pro and the City’s existing ERP, Dynamics 365 F&O, reducing manual processes and ensuring system alignment. This Statement of Work expands the City’s partnership with Protiviti to provide additional technology resourcing and support. body
☒ Additional Background Information/Description of Proposal Attached
REQUESTED ACTION:
☐ Receive Information ☒ Provide Direction ☐ Approve
REQUEST RATIONALE:
• Relevant Plans/Policies:
2025/2026 BTIP
• Required:
N/A
• Council Request:
N/A
• Other Key Facts:
N/A
OUTCOMES:
UKG Pro and D365 F&O integration benefits include:
• Consistent data alignment across core HR and Finance systems
• Increased frequency of integrations that protect operational continuity
• Error-handling and notification capabilities to reduce failures and keep teams informed
• Scalable integration design documentation to support future growth and integrations
COMMUNITY/STAKEHOLDER OUTREACH AND INVOLVEMENT:
• Timeline (previous or planned):
N/A
• Outreach Methods and Results:
N/A
• Feedback Summary:
N/A
BUDGET IMPACT:
Total Cost:
The agreement is structured as a time and materials contract with a total value of $78,676 plus tax. A previously executed discovery phase contract for $20,800 reduces the remaining approval amount to $57,876 plus tax.
Approved in current biennial budget: ☒ Yes ☐ No ☐ N/A
Budget Offer Number:
362 - BTIP
Budget Priority:
Strategic and Responsive
Other budget impacts or additional costs: ☒ Yes ☐ No ☒ N/A
If yes, explain:
Annual support cost $12,000
Funding source(s):
Costs associated with the implementation will come from the 2025/2026 BTIP
Budget/Funding Constraints:
N/A
☐ Additional budget details attached
COUNCIL REVIEW:
Previous Contact(s)
|
Date |
Meeting |
Requested Action |
|
N/A |
Item has not been presented to Council |
N/A |
Proposed Upcoming Contact(s)
|
Date |
Meeting |
Requested Action |
|
5/19/2026 |
Business Meeting |
Approve |
Time Constraints:
UKG Pro estimated go live Q4 2026.
ANTICIPATED RESULT IF NOT APPROVED:
Continue using the manual file-based integration process developed by the City, updated to reflect UKG Pro mapping requirements.
ATTACHMENTS:
Attachment A: Protiviti Scope of Work